Advisory Resource Group’s Coupang CPNG Stock Holding History

Advisory Resource Group’s Portfolio CPNG Stock Details CPNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-79,920	Closed	-$1.51M	–	186
2026 Q1	$1.51M	Buy	79,920 +18,487	+30%	+$362K	0.26%	82
2025 Q4	$1.45M	Buy	61,433 +18,217	+42%	+$518K	0.25%	90
2025 Q3	$1.39M	Sell	43,216 -829	-2%	-$25.1K	0.25%	85
2025 Q2	$1.32M	Sell	44,045 -4,188	-9%	-$107K	0.25%	84
2025 Q1	$1.06M	Buy	48,233 +1,879	+4%	+$43.7K	0.22%	93
2024 Q4	$1.02M	Buy	46,354 +2,258	+5%	+$55.4K	0.22%	102
2024 Q3	$1.08M	Buy	44,096 +823	+2%	+$18.3K	0.23%	91
2024 Q2	$907K	Sell	43,273 -15,018	-26%	-$326K	0.2%	99
2024 Q1	$1.04M	Buy	58,291 +9,149	+19%	+$150K	0.24%	72
2023 Q4	$796K	Buy	49,142 +6,770	+16%	+$112K	0.2%	83
2023 Q3	$720K	Buy	42,372 +2,139	+5%	+$38.5K	0.19%	82
2023 Q2	$700K	Sell	40,233 -4,397	-10%	-$71.7K	0.19%	78
2023 Q1	$714K	Buy	44,630 +12,200	+38%	+$189K	0.2%	68
2022 Q4	$477K	Buy	32,430 +4,313	+15%	+$76.1K	0.14%	111
2022 Q3	$469K	Buy	+28,117	New	+$486K	0.16%	79

Other funds holding CPNG

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return